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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: zbyslaw owczarczyk who wrote (15652)	12/13/1999 11:17:00 PM
From: Doug	Respond to of 18016

Z.O: NN and its rivals too are in constant state of evolution. True NN has a new product portfolio. I am sure that the others will have one too. The important question is Market share and its growth in each of the 3 fields you mention. I do not have any projections . I also appreciate that making an Analysis based on past sales may not be relevant. However this is the pertinent question any Buyer will want to know.?

To: zbyslaw owczarczyk who wrote (15652)	12/13/1999 11:26:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

ZO, without being heavy duty in this subject I would like to ask a naive question: Do you ( or anybody else for that matter ) think that it is theoretically ( or even practically possible ) for NN to join with an optical switch maker like Juniper for example and compete directly with the Leaders as Doug so colorfully put it. The reason I am saying this is that these optical companies seem to be coming up like mushrooms overnight all over the place. I don't believe CSCO has the ability to buy all of them, sort of , " to buy out all the competition which is how CSCO grew. Why can't NN for example join with some really bright talent and move into the optical router field, at the edge and, eventually the core, and provide the global solution that everybody is looking like the Holy Grail? For example CSCO bought Monterey a while ago and we still haven't quite seen the fruits off. So if everybody is trying to " buy the new invention " why shouldn't NN take a shot at it too? They certainly have enough engineering talent to take at least a shot at. I take this opportunity to apologize ahead for whatever I may have said that makes no sense which is very possible. :-) I will read your reply tomorrow. Got to go now, TA